Matthew Schell
I am a Senior Financial Advisor and offers holistic goals-based wealth management services to executives at fortune 1000 companies across the country. Prior to engaging in my services, I have a responsibility to understand your entire financial picture before offering financial advice and recommending wealth management vehicles. I also offer advice on how to plan for the unexpected such as income replacement strategies as a result of death or disability, strategies to control who and how much receive your estate upon primary beneficiary death.
Achieving and maintaining the CFP®, CERTIFIED FINANCIAL PLANNER™ certification, the CRPC™, Chartered Retirement Planning Counselor™ designation, along with the experience gained through over 15 years in the financial services industry, provides me with an advanced level of knowledge and skills to lead you and your family through important financial decisions that goes well beyond traditional investing. The financial decisions you make today will have a dramatic impact on your ability to achieve your goals.
Prior to working in the financial services industry, I attended the University of Pittsburgh, where I received a dual degree in Economics and Finance. I live in North Wales Pennsylvania with my wife, Tiffany, and three children, Sophia, Carson, and Scarlett.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
